Meet Our Team

At ADIA Wealth, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies*
Retirement investing and distribution strategies*
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough*?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

*Provided by HTK registered representatives.

Rocco Bucci*

Partner

(727) 348-0855

rbucci@htk.com

Member of UTK Alumni Association

Member Toastmasters

AJ Bonnett-Clarke

Associate/Partner

(727) 386-2239

813-287-1834

bonnett2_clarke.angela@pennmutual.com

Karin Woofter, RSSA®, CLU®, LUTCF

Life Insurance Agent/Associate/Partner

907-201-3607

woofter.karin@pennmutual.com

Karin graduated from Florida State University with a Major in Spanish and a Minor in Hotel and Restaurant Management. She has been in the Insurance business since 1986. She is a CLU (Chartered Life Underwriter) Emeritus and LUTCF (Life...

Shavard Branam, MBA

Financial Professional

703-376-1904

SBranam@1847financial.com

Entered the industry in 2009, Shavard Branam builds upon his professional foundation with an effective and creative approach to his financial practice. This broker approach fosters long-standing, productive relationships between...